Institutional Ownership Global X Fds S&P 500 Covered C (XYLD)
This table provides information about the institutional ownership of Global X Fds S&P 500 Covered C (XYLD). We have compiled data on the 272 institutions that hold shares in the stock, with a total of 31.4 Million shares, which have been reported (via 13F filing form) to have a value of $1.2 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Cambridge Investment Research Advisors, Inc.
|
Apr 22, 2025 Q1 2025 |
231,503
shares
|
$8.88 Million
0.03% of portfolio
|
Q1 2025
Added 5.21%
|
|
|
Commonwealth Equity Services, LLC
|
May 09, 2025 Q1 2025 |
212,620
shares
|
$8.15 Million
0.01% of portfolio
|
Q1 2025
Added 6.58%
|
|
|
One Capital Management, LLC
Westlake Village, CA |
May 13, 2025 Q1 2025 |
207,847
shares
|
$7.97 Million
0.3% of portfolio
|
Q1 2025
Reduced 4.7%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Feb 14, 2025 Q4 2024 |
195,162
shares
|
$7.48 Million
0.27% of portfolio
|
Q4 2024
Reduced 9.89%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Feb 14, 2025 Q4 2024 |
191,871
shares
|
$7.36 Million
0.02% of portfolio
|
Q4 2024
Added 0.12%
|
|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
187,432
shares
|
$7.19 Million
0.02% of portfolio
|
Q3 2023
Added 304.15%
|
|
|
Advisor Resource Council
|
Apr 21, 2025 Q1 2025 |
186,193
shares
|
$7.14 Million
0.55% of portfolio
|
Q1 2025
New holding
|
|
|
Newbridge Financial Services Group, Inc.
|
Jan 28, 2025 Q4 2024 |
155,868
shares
|
$5.98 Million
1.75% of portfolio
|
Q4 2024
Added 12.28%
|
|
|
Stifel Financial Corp
St. Louis, MO |
May 13, 2025 Q1 2025 |
151,797
shares
|
$5.82 Million
0.01% of portfolio
|
Q1 2025
Reduced 1.4%
|
|
|
Juncture Wealth Strategies, LLC
|
Apr 09, 2025 Q1 2025 |
150,138
shares
|
$5.76 Million
2.32% of portfolio
|
Q1 2025
Added 0.84%
|
|
|
Avantax Advisory Services, Inc.
|
May 06, 2025 Q1 2025 |
142,219
shares
|
$5.45 Million
0.04% of portfolio
|
Q1 2025
Added 7.41%
|
|
|
River Front Investment Group, LLC
Richmond, VA |
May 14, 2025 Q1 2025 |
127,817
shares
|
$4.9 Million
0.12% of portfolio
|
Q1 2025
Reduced 3.97%
|
|
|
Good Life Advisors, LLC
|
Apr 17, 2025 Q1 2025 |
121,050
shares
|
$4.64 Million
0.35% of portfolio
|
Q1 2025
Added 25.59%
|
|
|
Wj Wealth Management, LLC
|
Apr 24, 2025 Q1 2025 |
116,875
shares
|
$4.48 Million
1.88% of portfolio
|
Q1 2025
Reduced 48.82%
|
|
|
Prevail Innovative Wealth Advisors, LLC
Leawood, KS |
May 02, 2025 Q1 2025 |
115,992
shares
|
$4.45 Million
1.22% of portfolio
|
Q1 2025
Added 5.85%
|
|
|
Mirae Asset Global Etfs Holdings Ltd.
Central, K3 |
Feb 14, 2025 Q4 2024 |
105,987
shares
|
$4.06 Million
0.01% of portfolio
|
Q4 2024
Added 34.43%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
May 14, 2025 Q1 2025 |
104,510
shares
|
$4.01 Million
0.01% of portfolio
|
Q1 2025
Added 89.0%
|
|
|
Belpointe Asset Management LLC
|
Feb 13, 2025 Q4 2024 |
102,808
shares
|
$3.94 Million
0.28% of portfolio
|
Q4 2024
Added 2.57%
|
|
|
Stone Crest Wealth Management, Inc.
Chandler, AZ |
Apr 11, 2025 Q1 2025 |
98,743
shares
|
$3.79 Million
2.48% of portfolio
|
Q1 2025
Added 2.84%
|
|
|
Compass Financial Services Inc
West Des Moines, IA |
Jan 28, 2025 Q4 2024 |
95,690
shares
|
$3.67 Million
2.27% of portfolio
|
Q4 2024
New holding
|
|
|
Wedbush Securities Inc
|
May 06, 2025 Q1 2025 |
86,476
shares
|
$3.32 Million
0.13% of portfolio
|
Q1 2025
Added 5.39%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Apr 29, 2025 Q1 2025 |
83,797
shares
|
$3.21 Million
0.08% of portfolio
|
Q1 2025
Added 75.19%
|
|
|
Northwestern Mutual Wealth Management CO
|
May 14, 2025 Q1 2025 |
83,279
shares
|
$3.19 Million
0.0% of portfolio
|
Q1 2025
Added 6.16%
|
|
|
Investment Partners Asset Management, Inc.
Metuchen, NJ |
Apr 15, 2025 Q1 2025 |
79,089
shares
|
$3.03 Million
2.45% of portfolio
|
Q1 2025
Added 2.03%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
Feb 13, 2025 Q4 2024 |
78,994
shares
|
$3.03 Million
0.11% of portfolio
|
Q4 2024
Reduced 7.19%
|